We are live on ! Find out more
BUFG icon

FT Vest Buffered Allocation Growth ETF
BUFG

83 hedge funds and large institutions have $191M invested in FT Vest Buffered Allocation Growth ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

7% more capital invested

Capital invested by funds: $179M → $191M (+$11.6M)

6% more funds holding

Funds holding: 78 → 83 (+5)

0.84% more ownership

Funds ownership: 78.5% → 79.34% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
32
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.85M
2
CWA
Centennial Wealth Advisory
Michigan
+$2.03M
3
PAG
Private Advisor Group
New Jersey
+$1.64M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.34M
5
AWA
Authentikos Wealth Advisory
California
+$1.22M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.42M
2
HI
Harbour Investments
Wisconsin
-$2.33M
3
Citadel Advisors
Citadel Advisors
Florida
-$880K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$787K
5
OMC
Old Mission Capital
Illinois
-$644K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$1.46M +$554K +23,622 +67%
AI
27
Atria Investments
North Carolina
$1.42M +$95K +4,052 +7%
KWA
28
Kingswood Wealth Advisors
California
$1.38M -$6.5K -277 -0.5%
FPWM
29
FSB Premier Wealth Management
Iowa
$1.3M +$5.28K +225 +0.4%
KAS
30
Kestra Advisory Services
Texas
$1.28M +$27K +1,153 +2%
AWA
31
Authentikos Wealth Advisory
California
$1.26M +$1.22M +52,134 New
AAS
32
Ameritas Advisory Services
Nebraska
$1.14M -$382K -16,293 -26%
BPWM
33
Black Point Wealth Management
Florida
$1.07M +$448K +19,095 +75%
CA
34
CoreCap Advisors
Michigan
$1.06M -$6.38K -272 -0.6%
RIA
35
Regal Investment Advisors
Michigan
$889K +$36.1K +1,540 +4%
HIS
36
Harvest Investment Services
Illinois
$879K -$9.43K -402 -1%
FNWA
37
Financial Network Wealth Advisors
Utah
$867K +$33.1K +1,413 +4%
TC
38
TownSquare Capital
Utah
$867K +$33.1K +1,413 +4%
SOS
39
Silver Oak Securities
Tennessee
$858K +$651K +27,763 +348%
FGG
40
Financial Guidance Group
Florida
$829K -$129K -5,495 -14%
JIP
41
Jaffetilchin Investment Partners
Florida
$811K -$10K -428 -1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$742K -$93.8K -3,997 -11%
AWS
43
Atria Wealth Solutions
New York
$705K -$3K -128 -0.4%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$689K +$63.1K +2,688 +10%
HI
45
Harbour Investments
Wisconsin
$686K -$2.33M -99,320 -78%
OBWG
46
Onyx Bridge Wealth Group
New York
$675K – – –
GWP
47
Gateway Wealth Partners
Wisconsin
$670K -$114K -4,865 -15%
AAS
48
Avantax Advisory Services
Texas
$645K +$98.8K +4,212 +19%
IWM
49
Iams Wealth Management
Nebraska
$621K – – –
TWM
50
Tradition Wealth Management
Minnesota
$600K +$92.6K +3,949 +19%
1
2
3 4

BUFG Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q3 2024, worth a combined $191M — up 6.5% from $179M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BUFG positions and 9 closed out — a net gain of 6 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.85M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.42M.

  • 83 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q3 2024, up from 78 in Q2 2024.
  • Funds reported $191M of FT Vest Buffered Allocation Growth ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 15 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q3 2024 and 9 closed out, a net change of +6 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q3 2024 was LPL Financial, an estimated $2.85M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q3 2024 was Carson Wealth (CWM LLC), an estimated $4.42M sold.

Based on aggregated 13F filings for Q3 2024.